Templates and Frameworks

Compare software vendors side-by-side based on key criteria and streamline the decision-making process....

Deeply understand your customers by capturing insights about what they think, feel, see, say, do, and hear....

The stages of the buyer's journey, from initial awareness to post-purchase relationship management....

A tool designed to help sales professionals confidently navigate their conversations with prospects....

A tool used to evaluate customer sentiment and experiences at different stages of the buyer's journey....

Implement a scalable and repeatable process for reaching out to prospects....

The change management template is a strategic guide we've designed to help organizations manage and navigate the complexities of change....

The AARRR model helps businesses systematically grow their customer base and maximize revenue....

Our checklist for growing MRR (Monthly Recurring Revenue) is a useful resource for SaaS companies looking to scale their revenue predictably and sustainably....

Help your sales teams create impactful and informative videos that highlight successful deals....

Three sample surveys you can use for your sales kickoff....

Turn obstacles into opportunities with structured responses to the most frequent pushbacks....

Use this template to break down each step of a process or project you need to delegate to your team....

A practical guide designed to help sales professionals navigate the crucial final steps of the sales process....

Keep track of every interaction and ensure no lead slips through the cracks. Download your prospect tracking template....